$5+ trillion
In invested assets globally
As of 11/07/2023
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Tad DeBord joined UBS in June of 2015. He is a graduate of DePauw University, where he played soccer and baseball. His 20 years in the industry started at Vestor Capital as a Portfolio Manager (Chicago) and then as Vice President of Institutional Equity sales at Goldman Sachs (Chicago) during which he earned the Chartered Financial Analyst (CFA) designation. He currently holds FINRA series 7 and 66 licenses and is a member of the CFA Society of Cincinnati.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager